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ChFC
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ChFC

Gregory Tonnon

LPL Financial LLC
43 Years of Experience
Ridgewood, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Tonnon is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ridgewood, NJ, with 43 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

171 E Ridgewood Ave Ste 201, Ridgewood, NJ, 07450

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory operates Lanza Financial Group, LLC as a DBA for his LPL business, dedicating about 10% of his time. He is also an employee benefits broker with Elite Financial Services and works with various insurance carriers selling non-variable insurance products.

Employment History
Current Registrations
LPL Financial LLC
January 2019 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.Broker
October 2005 - September 2018 · 12 yrs 11 mos
Sentra Securities CorporationBroker
January 1999 - October 2005 · 6 yrs 9 mos
Guardian Investor Services CorporationBroker
March 1994 - February 1999 · 4 yrs 11 mos
Mony Securities CORP.Broker
August 1990 - January 1994 · 3 yrs 5 mos
MML Investors Services, INC.Broker
April 1983 - August 1990 · 7 yrs 4 mos
Massachusetts Mutual Life Insurance CompanyBroker
April 1983 - January 1988 · 4 yrs 9 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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